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Removing unique ID from organisation name after import? RRS feed

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    Hello,

             I wondered if anybody might be able to help me. I am new to crm 2011 and have currently been working at importing organisations (accounts) and contacts - I now have these importing correctly and did so by adding a unique ID number to the data before import - however this ID number shows within the organisation name - for example: Smith Family ID353 will appear in the organisation name field.visually (for invoices etc) it would be better if these ID numbers are removed from the names and I wondered if anybody could suggest how I go about doing this?

    many thanks


    Rachel

    Monday, April 1, 2013 11:19 AM

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    Use Advanced Find to search and find all Account records that contain "ID*". Use the export feature (Excel icon) from the results to export and use the option at the bottom to make the data available to re-import. Also make sure the name field you want to edit is in the list of columns returned. Use Excel to remove the IDXXX values. There is probably a few ways to go about it. Create a new column for name and insert a formula like: =LEFT(A1,LEN(A1)-7)

    Then go to Setting -> Data Management -> Import and import the saved file.


    Jason Lattimer
    My Blog -  Follow me on Twitter -  LinkedIn

    Monday, April 1, 2013 11:36 AM
    Moderator

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  • Question
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    Use Advanced Find to search and find all Account records that contain "ID*". Use the export feature (Excel icon) from the results to export and use the option at the bottom to make the data available to re-import. Also make sure the name field you want to edit is in the list of columns returned. Use Excel to remove the IDXXX values. There is probably a few ways to go about it. Create a new column for name and insert a formula like: =LEFT(A1,LEN(A1)-7)

    Then go to Setting -> Data Management -> Import and import the saved file.


    Jason Lattimer
    My Blog -  Follow me on Twitter -  LinkedIn

    Monday, April 1, 2013 11:36 AM
    Moderator
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    Thank you very much for your help this worked quite successfully with only one duplication issue.

    Rachel

    Monday, April 1, 2013 3:14 PM